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Performance Property

Revamping Leadership & Strategy to Drive Business Growth.

About Performance Property

Specialising in diverse property portfolios valued between $5m and $150m, Performance Property provides expert property portfolio advice and asset management services to private investors, corporate entities, and family offices throughout Australia.
Challenges & Opportunities
Performance property

Challenges & Opportunities

Outline both the challenges the client was facing and the opportunities they identified by engaging Adrian’s consulting services. Emphasize both problem areas and strategic opportunities.

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  • New CEO and executive team collaborating with Founders/Directors.
  • Established a corporate governance structure with delegated authority to the CEO and team.
  • Remote teams across Australia lacked a unified vision and purpose.
  • Focused on efficiency, leadership development, clear financial performance, and defined roles to enable scalable growth.
  • Adrian brings CEO experience in private wealth and collaboration with founders and directors.

Action Plan & Services

Detail the steps taken during the engagement to address the identified challenges and opportunities. Mention key frameworks or assessments, such as the Birkman Self-Assessment, 360 Assessment and Strategy on a Page (SOAP).

01

Leadership Assessments

We used the Birkman Leadership assessments to identify strengths and areas for growth, providing valuable insights into team dynamics and individual roles.

02

Strategic Planning

We facilitated strategic planning sessions using the “Strategy on a Page” framework to align goals and ensure that the team had clear, actionable priorities for moving forward.

03

Governance and Collaboration

We implemented corporate governance structures and organized on-site and off-site retreats, focusing on refining business strategy and enhancing collaboration across leadership teams.

04

Regular Reviews and Alignment

Adrian facilitated regular reviews with the CEO and Directors, keeping everyone aligned with the strategy and ensuring focus on key objectives through consistent check-ins.

Outcomes

Highlight general, high-impact results achieved through the engagement, focusing on improvements in strategy, financial management, leadership and governance.

  • Clarity around strategy and improved communication between leadership and teams.
  • Efficient board and executive meetings.
  • Unified vision and common purpose across the organization.
  • Stronger governance and leadership with standardized roles for Directors and the executive team.
  • Defined position descriptions ensuring the right people are in the right roles.
  • Clear communication of the "Strategy on a Page" aligning all staff with the company vision.
  • A solid corporate structure supporting future growth.

Client Testimonial

Prior to engaging Adrian, we had identified that to be able to scale, we needed to transition to a more formal corporate governance structure and assign clear roles to the directors and executive team. As we had not been through this process before and we were busy working in the business, our progress was slow. Since engaging Adrian, we have increased the speed at which we have been able to adopt the new governance structure and implement changes that have allowed us to accommodate business growth. Adrian has introduced a discipline approach to staying focussed on the agreed strategy and implementing the decisions and action items set in board and executive meetings. Adrian has the ability to influence change at the board level and give feedback in a respectful manner. We are confident that the structure we have implemented gives us the foundation to continue to grow the business in a sustainable manner with the flexibility to adapt to future changes.

Paul Brick, CEO, Performance Property

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